As a privately owned business ourselves, we understand the challenges of owning and running your own business, the significant commitment, time and energy it takes.
It is a big part of what defines who you are and could be the biggest asset you own, so you naturally want to look after it.
Attivo Financial Planning can help with your business financial planning including how you as the owner take money tax efficiently and build wealth from the business outside of the company for you and your family.
We also know that offering a comprehensive employee benefits scheme can have a positive and tangible impact on profitability. It is recognised that people do not just work for a salary, culture and benefits are a critical consideration. A great benefits package does not have to be expensive. Attivo Financial Planning provides support to business owners and managers to ensure they fulfil both their employee welfare obligations and business risk management with a range of corporate services including personal advice to executives and directors, group pension schemes, auto enrolment, employee benefits and group protection.
We also have relationships with other relevant professions such as accountants, solicitors and payroll providers which help businesses to fulfil their legal obligations.
"What I’ve found very helpful about Attivo Financial Planning and their service is the personal touch. No matter how small or large your investment you feel that your financial situation is important to them and they are actually just working for you. It’s a good gift to have to make you think that you are the only client."
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."